Analyst: Microprocessor Shipments To Drop 15% In 2009

February 11, 2009

More bad news for AMD, Intel and VIA.

In a report published today, researcher IDC predicts that microprocessor unit shipments in 2009 will decline by about 15 per cent compared to last year; the steepest drop since 1996.

In 2008, PC processors sales grew 10 per cent in units but just 0.9 per cent in revenues to $30.8 billion.

Intel is gaining share over rivals

In this recessionary environment, Intel is gaining market share over its rivals, with 80.3 per cent in 2008, a gain of 2.9 per cent, while AMD’s market share is down at 19.2 percent and VIA held a 0.4 per cent share.

According to IDC, AMD market share in desktop and server processors are holding fairly steady, while declining in the mobile processor space, with stiff competition from Intel.

Looking ahead, IDC expects sequential processor unit shipment to decline through June amid weak demand.

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Posted by TechPulse 360

PC Shipments To Drop 13.5% In 2009, J.P. Morgan says

February 5, 2009

In a research note to clients today, J.P. Morgan analyst Mark Moskowitz said it now expects worldwide shipments of PCs to drop 13.5 per cent in 2009, down from his previous forecast of a 3.7 per cent decline.

A much somber outlook than reported by IT market research firms Gartner or IDC earlier this year, but in-line with the latest catastrophic fourth quarter PC shipment numbers.

Moskowitz’s crystal ball probably saw something neither one caught. For 2009, IDC expects PC shipments to increase 3.8 per cent this year from about 300 million units in 2008.

The Wall Street firm also anticipates that the enterprise PC replacement cycle, which generally happens every 3 to 5 years, could be “meaningfully deferred” to 2010.

Leaving companies like Dell, Lenovo – which just reported a $100 million loss – and at a lesser extent H-P, exposed to a steep revenue drop as they heavily rely on selling PCs to enterprises.

The only saving grace for the PC industry is the mini notebook or netbook segment which sold about 10 million in 2008, and double that this year.

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Posted by TechPulse 360

PC Market Collapsed In The Fourth Quarter As The Economy Squelched Sales

January 14, 2009

Despite an anticipated pickup from holiday buying, the personal computer market collapsed in the fourth quarter, IDC said Wednesday.

Shipments fell 0.4 percent ending six years of growth, the last five with average increases of 15 percent.

Popular low-cost netbooks and vendor discounting weren’t enough to overcome a deteriorating economy, IDC said.

Notebook growth was almost cut in half from earlier this year to nearly 20% and the number of desktop PCs shipped fell roughly 16% from last year.

Mini notebooks did relatively well, accounting for 5 million units and bringing the total for 2008 to 10 million, or about 7 percent of portables.

“The market has taken a serious hit and the competitive environment along with a race to low-cost portables could easily undermine profits from mobile computing,” said Program Director Loren Loverde. “I won’t be surprised if recovery gets pushed further in 2010 as this crisis unfolds.”

Leading PC vendors by market share in the fourth quarter

Leading PC vendors by market share in the fourth quarter

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Posted by Mark Boslet

IDC Reins In Forecast For US PC Sales To 7.7%; Sees Decline In Expectations From Two Months Ago

October 24, 2008

Expect a “rocky” fourth quarter in PC sales. This is the message from the research firm IDC.

The PC monitor cut its forecast for the holiday period to 7.69 percent growth in the U.S. market. That is down from 10.2 percent two months ago.

The downturn is leading consumers to pull back their spending plans, IDC said. This caution could lead to a weak 2009 and a recovery in 2010.

Spending on desktop machines should be down 12 percent in the three months while laptop sales should be up 22.6 percent. (Low-cost “netbook” laptops appear to be among the hottest category these days.)

One more thing: look for consolidation i the PC space, IDC said.

1 Comment | computers, news | Tagged: , , , | Permalink
Posted by Mark Boslet

Low Cost Notebooks Catch Fire In The Market; Help Buoy PC Sales Despite Downturn

October 15, 2008
Cheap notebooks selling well
Cheap notebooks selling well

The economic pullback cut into PC sales in the third quarter. But the recent spread of low cost notebooks helped keep a bad situation from getting worse.

IDC said worldwide sales rose 15.8 percent in the period, just shy of the research firm’s 15.9 percent forecast. The outlook matched the one Gartner released yesterday.

“The proliferation of low-cost portable PCs coincided perfectly with market conditions,” said research analyst Jay Chou.

The firm expects the financial woes to affect buying during the holiday period.

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Posted by Mark Boslet

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